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Summary
This is an exciting opportunity for a heart-centered, client-oriented professional with a natural talent for scheduling appointments/calendaring, administration, and connecting with people to join a small consulting business with a big mission. You will love supporting clients in an online coaching/consulting environment and enjoy behind-the-scenes helping them by email, admin, and tech support, plus making calls to book appointments.
Our Mission:
Our mission is that holistic and integrative medicine options become mainstream in our country, instead of mainly relying on medications or surgery. We do this by helping holistic health practitioners reach more people effectively. Many holistic practitioners went into the profession to help people but not to run a business and they struggle with that.
Our clients learn a step-by-step process of getting patients more consistently through our training and mentorship programs (online coaching/consulting). The format of what we offer includes webinars, live speaking, and high-end private and group coaching/mentorship. You will work with someone who is very dynamic, results-oriented, and always open to new ideas. Work in a supportive environment from home.
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Work independently, 20-35+ hrs/wk
*NOTE: If interested, please follow the instructions along with your bid in order to be considered
About you:
One step ahead (you think ahead about what would be helpful to support your manager), Self-starter, resourceful, warm, detail-oriented, sense of urgency and ownership, motivated, independent, efficient, conscientious, problem-solver, attentive listener, process-oriented, loves a challenge.
What You Will Be Doing:
You will provide personalized administrative and scheduling support in a highly-organized and timely manner. You will work on a one-to-one basis with a variety of tasks related to the CEO’s working life and communication. Looking for a savvy individual who thrives in a fast-paced and highly detailed work environment. Keen instincts with the ability to multitask and the ability to create efficiencies with workflow. Excellent communication skills, a pleasant phone demeanor with the ability to document and take dictations is required. A natural ability to connect with people and inspire them.
Experience Required:
Experience as a personal or administrative assistant, scheduler, or customer service representative is preferred. Computer savvy. Experience assisting coaches, business consultants, realtors, or online businesses required. Bonus points if you have experience with a holistic business i.e., (acupuncturists, chiropractors, naturopathic doctors, holistic MDs, health or wellness coaches.) Must enjoy supporting behind-the-scenes PLUS calling to talk to people also.
*Experience with HelpScout, Keap, and G-suite is a major plus.
You will also be using software like Teamwork (for project management and SOPs) and Slack.
Role Description
Respond attentively & with urgency to potential client requests through phone, email, and text.
Connect with potential clients to book appointments with a high sense of urgency
(these are from people who are already wanting to book an appointment with us)
Implement and maintain procedures & administrative systems.
Manage and plan the calendar of all appointments, meetings and appointment bookings for CEO and provide communication and reminders concerning schedule updates & changes, tasks, and deadlines.
Communicate with the sales team to ensure all follow-up and bookings are made timely
Manage the project flow of booked speaking engagements (or editorial writing deadlines) & coordination with the host or affiliates (ie, dates, times, what info we need to provide the other party before deadline). Get booked speaking engagements in the calendar
Respond to emails timely and file completed ones
Document sales admin role procedures; create, edit and organize templates that can help your role be more efficient
Help clients gain access to our online portal or troubleshoot simple tech
Miscellaneous tasks to support CEO which will vary according to different programs and mentorships offered throughout the year.
If you love connecting with people, are excellent with details, enjoy checking tasks off your list and enjoy being around a sharp team and a fast-paced environment, we encourage you to submit a bid!
To be considered please follow all instructions below:
In your application, and please attach your resume, or you will not be considered. Look forward to working with you!
(1) What attracted you to this & how do you see this opportunity fit in with your career plans & personal goals?
(2) What is your experience with an administrative, executive assistant, customer service/sales support role for an online business, medical office, or practice management company? Please describe your specific related experience. If you have experience assisting a coaching/consulting business or a holistic practitioner's business, please elaborate. Also include your typing speed (WPM).
